Purchases and Sales Made in Q4 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2M+ 31.14% |
$69.3M - $72.4M
|
5.05M
$293M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
369KNew |
$21.3M - $22.3M
|
369K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
286K+ 890.43% |
$16.5M - $17.3M
|
318K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
166K+ 1035.13% |
$9.57M - $10M
|
182K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
164KNew |
$9.45M - $9.88M
|
164K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
158K+ 18.19% |
$9.13M - $9.55M
|
1.03M
$59.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 742.99% |
$7.84M - $8.19M
|
154K
$8.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
133K+ 4.99% |
$7.66M - $8.01M
|
2.79M
$162M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
116K+ 5.72% |
$6.73M - $7.03M
|
2.15M
$125M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
93.6K+ 79.24% |
$5.41M - $5.65M
|
212K
$12.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86.6K+ 6.06% |
$5M - $5.23M
|
1.52M
$88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.9K+ 50242.04% |
$4.56M - $4.76M
|
79K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$68M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
70.7KNew |
$4.09M - $4.27M
|
70.7K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
67.6KNew |
$3.91M - $4.08M
|
67.6K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63.1KNew |
$3.65M - $3.81M
|
63.1K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.3KNew |
$3.37M - $3.52M
|
58.3K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57.8K+ 7.53% |
$3.34M - $3.49M
|
825K
$47.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
57.6KNew |
$3.33M - $3.48M
|
57.6K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57.4K+ 12.19% |
$3.32M - $3.47M
|
528K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
56.7KNew |
$3.28M - $3.42M
|
56.7K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.6K+ 397.56% |
$3.27M - $3.42M
|
70.8K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
54.7KNew |
$3.16M - $3.31M
|
54.7K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.1K+ 48.85% |
$2.95M - $3.09M
|
156K
$9.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
47.1K+ 13.6% |
$2.72M - $2.84M
|
393K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
44.3K+ 5.63% |
$2.56M - $2.68M
|
832K
$48.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.1KNew |
$2.43M - $2.55M
|
42.1K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41.9KNew |
$2.42M - $2.53M
|
41.9K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
39.2K+ 18.08% |
$2.26M - $2.37M
|
256K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37K+ 20.49% |
$2.14M - $2.23M
|
217K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
28.2K+ 15.08% |
$1.63M - $1.7M
|
215K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.3K+ 3.22% |
$1.58M - $1.65M
|
875K
$50.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
25K+ 4.64% |
$1.45M - $1.51M
|
565K
$32.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
25K+ 9.78% |
$1.45M - $1.51M
|
281K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
22.4KNew |
$1.29M - $1.35M
|
22.4K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 1.96% |
$1.29M - $1.35M
|
1.16M
$67.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
21K+ 9.91% |
$1.21M - $1.27M
|
233K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20K+ 4.89% |
$1.15M - $1.21M
|
429K
$24.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 5.73% |
$1.13M - $1.18M
|
362K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
17.1K+ 20.14% |
$986K - $1.03M
|
102K
$5.91M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$929K - $971K
|
16.1K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16K+ 4.13% |
$924K - $966K
|
403K
$23.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$894K - $935K
|
15.5K
$899K
|